Aditya Birla SL Equity Fund (Equity, Multi Cap)

Moderately High
21 yrs 7 monthsStarted on:27 Aug 1998
₹ 12097.54 Cras on: 19 Feb 2020
Long Term Horizon
1.82%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD3.75
1 Month0.95
3 Month6.01
1 YR20.16
2 YR6.14
3 YR9.23

SIP Returns

TenureReturns (CAGR)
1 YR19.1
2 YR10.67
3 YR8.25
5 YR10.79
10 YR14.3

Portfolio

Company Name% Assets
ICICI Bank Ltd.9.36
HDFC Bank Ltd.8.98
Bharti Airtel Ltd.4.69
Tech Mahindra Ltd.4.23
Infosys Ltd.4.1
Bajaj Finance Ltd.3.59
Sun Pharmaceutical Inds. Ltd.3.23
State Bank of India2.99
Larsen & Toubro Ltd.2.88
Dr. Reddy's Laboratories Ltd.2.58

Top Sectoral Holdings

Sector Name% Assets
Financial36.77
Technology10.9
Healthcare9.9
Construction7.29
FMCG4.87
Communication4.69
Energy4.22
Chemicals3.45
Metals3.1
Automobile2.75

Indicators

LabelValue
Portfolio turnover ratio43
Standard Deviation12.33%
Beta0.9%
Sharpe Ratio0.36

Anil Shah

Mr.Shah is a B.com, CA and a cost accountant
Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.

Other Funds Managed by Anil Shah